Category: Uncategorized

For the purposes of this article, I am only going to focus on how to help you find the right "face value" and "term" of your insurance policy. If you would like more detail on why you might need term life insurance, please read my post "Should I Have Term Life Insurance?". Lets make up …

Since the FED interest rate hike in December of 2016, floating rate bonds have caught the attention of bond investors. Floating rate funds are being sold to income investors as a way to make money in bonds during a raising rate environment. The case for floating rates notes goes like this: the FED is hiking …

I recently finished reading "Fooled by Randomness" by Nassim Taleb - Taleb also wrote "The Black Swan" which is a must-read for anyone with an investment account. "Fooled by Randomness" is focused on how humans have a difficult time acknowledging the random events that we experience in the financial markets, as well as in our everyday lives. …

"The Life Insurance Conversation" with clients is always a little awkward. Most people do not like discussing what would happen if they were to die. I was the same way, but now that I have kids my desire to provide for them helps me address this difficult subject. Term life insurance can be a cheap …

When I meet a new acquaintance for the first time, more often than not, they want to tell me about the stocks they own. Apple and Tesla come up rather frequently, among other companies. They always seem somewhat disappointed when I tell them that I do not use single stocks in any portfolio that I …